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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,172 | $102,382+37.9% | $147,005-4.0% | $80,874+74.6% |
| Participation rate | 92.6% | 75.8%+16.7pp | 82.2%+10.4pp | 67.6%+24.9pp |
| Annual return | 15.33% | 134.89%-119.6pp | 418.76%-403.4pp | 35.62%-20.3pp |
| Employer contribution / active EE | $1,906 | $3,715-48.7% | $4,934-61.4% | $2,756-30.8% |
| Participant deferral / active EE | $5,762 | $6,646-13.3% | $8,070-28.6% | $4,297+34.1% |
| Admin fee / account holder | $2,448 | $7,942-69.2% | $13,006-81.2% | $6,935-64.7% |